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Sightline Wealth Advisors, LLC: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sightline Wealth Advisors, LLC on SCHE, newest first. How the timeline and the estimate are built.

Sightline Wealth Advisors, LLC held 123,057 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,057 shares
    Change vs previous 13F +110 shares

    1.63% of the 13F portfolio, value $4,462,044.

    13F-HR 0001951757-26-001024 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 122,947 shares
    Change vs previous 13F -18,491 shares

    1.71% of the 13F portfolio, value $4,051,102.

    13F-HR 0001951757-26-000612 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 141,438 shares
    Change vs previous 13F -5,926 shares

    1.97% of the 13F portfolio, value $4,632,082.

    13F-HR 0001951757-26-000307 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 147,364 shares
    Change vs previous 13F -3,799 shares

    2.22% of the 13F portfolio, value $4,917,535.

    13F-HR 0001951757-25-001245 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 151,163 shares
    Change vs previous 13F +5,835 shares

    2.2% of the 13F portfolio, value $4,556,050.

    13F-HR 0001951757-25-000830 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 145,328 shares
    Change vs previous 13F +7,521 shares

    2.11% of the 13F portfolio, value $4,006,704.

    13F-HR 0001951757-25-000476 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,807 shares
    Change vs previous 13F -3,787 shares

    1.98% of the 13F portfolio, value $3,669,814.

    13F-HR 0001951757-25-000013 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 141,594 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,131,716.

    13F-HR 0001951757-24-001094 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).